feat: migrate lifecycle writers to canonical states

docs/qsl_lifecycle_truth_v1.zh-CN.md

@@ -34,3 +34,18 @@ blocked_live_reason is empty
 
 缺少任意字段时都 fail closed。设置网站、Worker、配置生成器和后端验证不得从
 catalog 名称、默认值或 inventory 状态推导 live 权限。
+
+## 一次性迁移规则
+
+- `platform-config.json`、设置网站 fallback 和生成的 profile asset 只写规范状态。
+- Worker 可以在同步入口读取旧状态一次，但写入 KV 前必须转换为规范状态。
+- 旧 `runtime_enabled` 只有同时带齐已有部署的显式 live 字段时才转换为
+  `live_enabled`；否则转换为 `live_candidate`。
+- Python 后端暂时只读兼容旧 live stage，供未迁移 runtime 回滚；新配置生成器
+  不再产生旧值。
+- 当前 QuantRuntimeSettings 的权威 `platform-config.json` 没有旧
+  `runtime_enabled` live entry，因此没有伪造迁移授权。此前设置页中的两个陈旧
+  fallback live 标记已按权威配置 fail closed 对齐为 `research_active`。
+
+待所有 broker runtime 消费规范字段并完成回滚验证后，删除后端最后一层
+`runtime_enabled` 只读兼容。

platform-config.json

@@ -370,7 +370,7 @@
       "label_en": "NASDAQ Growth Income",
       "domain": "us_equity",
       "runtime_enabled": false,
-      "lifecycle_stage": "research_backtest_only",
+      "lifecycle_stage": "research_active",
       "can_switch_live": false,
       "allowed_execution_modes": [
         "paper",
@@ -409,7 +409,7 @@
       "label_en": "Semiconductor Trend Income",
       "domain": "us_equity",
       "runtime_enabled": false,
-      "lifecycle_stage": "research_backtest_only",
+      "lifecycle_stage": "research_active",
       "can_switch_live": false,
       "allowed_execution_modes": [
         "paper",
@@ -449,7 +449,7 @@
       "domain": "us_equity",
       "scheduler_profile": "us_dca_month_end",
       "runtime_enabled": false,
-      "lifecycle_stage": "research_backtest_only",
+      "lifecycle_stage": "research_active",
       "can_switch_live": false,
       "allowed_execution_modes": [
         "paper",
@@ -476,7 +476,7 @@
         "ibit_zscore_exit": "us_daily"
       },
       "runtime_enabled": false,
-      "lifecycle_stage": "research_backtest_only",
+      "lifecycle_stage": "research_active",
       "can_switch_live": false,
       "allowed_execution_modes": [
         "paper",
@@ -499,7 +499,7 @@
       "label_en": "Global ETF Rotation",
       "domain": "us_equity",
       "runtime_enabled": false,
-      "lifecycle_stage": "research_backtest_only",
+      "lifecycle_stage": "research_active",
       "can_switch_live": false,
       "allowed_execution_modes": [
         "dry_run"
@@ -544,7 +544,7 @@
       "domain": "us_equity",
       "scheduler_profile": "us_snapshot_month_start",
       "runtime_enabled": false,
-      "lifecycle_stage": "research_backtest_only",
+      "lifecycle_stage": "research_active",
       "can_switch_live": false,
       "allowed_execution_modes": [
         "paper",
@@ -588,7 +588,7 @@
       "label_en": "TECL/XLK Trend Income",
       "domain": "us_equity",
       "runtime_enabled": false,
-      "lifecycle_stage": "research_backtest_only",
+      "lifecycle_stage": "research_active",
       "can_switch_live": false,
       "allowed_execution_modes": [
         "dry_run"
@@ -606,7 +606,7 @@
       "label_en": "US Core Combo",
       "domain": "us_equity",
       "runtime_enabled": false,
-      "lifecycle_stage": "shadow_candidate",
+      "lifecycle_stage": "shadow_active",
       "can_switch_live": false,
       "allowed_execution_modes": [
         "paper",
@@ -646,7 +646,7 @@
       "label_en": "US Core Combo Shadow",
       "domain": "us_equity",
       "runtime_enabled": false,
-      "lifecycle_stage": "shadow_candidate",
+      "lifecycle_stage": "shadow_active",
       "can_switch_live": false,
       "allowed_execution_modes": [
         "paper",
@@ -666,7 +666,7 @@
       "label_en": "US Alpha Combo",
       "domain": "us_equity",
       "runtime_enabled": false,
-      "lifecycle_stage": "shadow_candidate",
+      "lifecycle_stage": "shadow_active",
       "can_switch_live": false,
       "allowed_execution_modes": [
         "paper",
@@ -686,7 +686,7 @@
       "label_en": "HK ETF Tactical Rotation",
       "domain": "hk_equity",
       "runtime_enabled": false,
-      "lifecycle_stage": "research_backtest_only",
+      "lifecycle_stage": "research_active",
       "can_switch_live": false,
       "allowed_execution_modes": [
         "dry_run"
@@ -705,7 +705,7 @@
       "domain": "hk_equity",
       "scheduler_profile": "hk_snapshot_month_start",
       "runtime_enabled": false,
-      "lifecycle_stage": "research_backtest_only",
+      "lifecycle_stage": "research_active",
       "can_switch_live": false,
       "allowed_execution_modes": [
         "paper",
@@ -729,7 +729,7 @@
       "label_en": "HK Core Combo",
       "domain": "hk_equity",
       "runtime_enabled": false,
-      "lifecycle_stage": "research_backtest_only",
+      "lifecycle_stage": "research_active",
       "can_switch_live": false,
       "allowed_execution_modes": [
         "dry_run"
@@ -748,7 +748,7 @@
       "label_en": "CN Industry ETF Rotation",
       "domain": "cn_equity",
       "runtime_enabled": false,
-      "lifecycle_stage": "research_backtest_only",
+      "lifecycle_stage": "research_active",
       "can_switch_live": false,
       "allowed_execution_modes": [
         "paper",
@@ -786,7 +786,7 @@
       "label_en": "CN Index ETF Tactical Rotation",
       "domain": "cn_equity",
       "runtime_enabled": false,
-      "lifecycle_stage": "research_backtest_only",
+      "lifecycle_stage": "research_active",
       "can_switch_live": false,
       "allowed_execution_modes": [
         "dry_run"
@@ -804,7 +804,7 @@
       "label_en": "CN ChiNext Tactical Rotation",
       "domain": "cn_equity",
       "runtime_enabled": false,
-      "lifecycle_stage": "research_backtest_only",
+      "lifecycle_stage": "research_active",
       "can_switch_live": false,
       "allowed_execution_modes": [
         "dry_run"
@@ -822,7 +822,7 @@
       "label_en": "CN ChiNext Growth Momentum Quality",
       "domain": "cn_equity",
       "runtime_enabled": false,
-      "lifecycle_stage": "research_backtest_only",
+      "lifecycle_stage": "research_active",
       "can_switch_live": false,
       "allowed_execution_modes": [
         "dry_run"
@@ -841,7 +841,7 @@
       "domain": "cn_equity",
       "scheduler_profile": "cn_snapshot_month_start",
       "runtime_enabled": false,
-      "lifecycle_stage": "research_backtest_only",
+      "lifecycle_stage": "research_active",
       "can_switch_live": false,
       "allowed_execution_modes": [
         "dry_run"
@@ -860,7 +860,7 @@
       "domain": "cn_equity",
       "scheduler_profile": "cn_snapshot_month_start",
       "runtime_enabled": false,
-      "lifecycle_stage": "research_backtest_only",
+      "lifecycle_stage": "research_active",
       "can_switch_live": false,
       "allowed_execution_modes": [
         "dry_run"
@@ -878,7 +878,7 @@
       "label_en": "CN STAR Growth Momentum Quality",
       "domain": "cn_equity",
       "runtime_enabled": false,
-      "lifecycle_stage": "research_backtest_only",
+      "lifecycle_stage": "research_active",
       "can_switch_live": false,
       "allowed_execution_modes": [
         "dry_run"
@@ -896,7 +896,7 @@
       "label_en": "CN Alpha Combo",
       "domain": "cn_equity",
       "runtime_enabled": false,
-      "lifecycle_stage": "research_backtest_only",
+      "lifecycle_stage": "research_active",
       "can_switch_live": false,
       "allowed_execution_modes": [
         "dry_run"
@@ -915,7 +915,7 @@
       "label_en": "Crypto Live Pool Rotation",
       "domain": "crypto",
       "runtime_enabled": false,
-      "lifecycle_stage": "research_backtest_only",
+      "lifecycle_stage": "research_active",
       "can_switch_live": false,
       "allowed_execution_modes": [
         "paper",
@@ -934,7 +934,7 @@
       "label_en": "BTC DCA",
       "domain": "crypto",
       "runtime_enabled": false,
-      "lifecycle_stage": "shadow_candidate",
+      "lifecycle_stage": "shadow_active",
       "can_switch_live": false,
       "allowed_execution_modes": [
         "paper",
@@ -953,7 +953,7 @@
       "label_en": "Altcoin Trend",
       "domain": "crypto",
       "runtime_enabled": false,
-      "lifecycle_stage": "research_backtest_only",
+      "lifecycle_stage": "research_active",
       "can_switch_live": false,
       "allowed_execution_modes": [
         "dry_run"
@@ -971,7 +971,7 @@
       "label_en": "Crypto Core Combo",
       "domain": "crypto",
       "runtime_enabled": false,
-      "lifecycle_stage": "research_backtest_only",
+      "lifecycle_stage": "research_active",
       "can_switch_live": false,
       "allowed_execution_modes": [
         "dry_run"

python/tests/test_runtime_settings.py

@@ -634,7 +634,7 @@ def test_build_config_strategy_to_json_compat_includes_strategy_gate_fields(self
 
     def test_global_and_hk_global_etf_rotation_profiles_are_research_only(self):
         expected = {
-            "lifecycle_stage": "research_backtest_only",
+            "lifecycle_stage": "research_active",
             "runtime_enabled": False,
             "can_switch_live": False,
             "allowed_execution_modes": ["dry_run"],
@@ -678,7 +678,7 @@ def test_not_evidenced_profiles_are_catalog_demoted_fail_closed(self):
         expected = {
             "runtime_enabled": False,
             "can_switch_live": False,
-            "lifecycle_stage": "research_backtest_only",
+            "lifecycle_stage": "research_active",
             "allowed_execution_modes": ["paper", "dry_run"],
             "blocked_live_reason": "missing_current_promotion_evidence_and_preauthorized_autonomy_policy",
         }
@@ -775,6 +775,35 @@ def test_build_platform_config_build_strategy_profile_entries_defaults_gate_fiel
         self.assertEqual(profile["allowed_execution_modes"], ["paper", "dry_run"])
         self.assertEqual(profile["blocked_live_reason"], "research_active")
 
+    def test_published_strategy_lifecycle_fields_use_only_canonical_states(self):
+        canonical = {
+            "research_active",
+            "shadow_active",
+            "paper_active",
+            "live_candidate",
+            "live_enabled",
+        }
+        config_entries = build_config.load_config()["strategies"].values()
+        generated_entries = json.loads(
+            (
+                ROOT
+                / "web/strategy-switch-console/strategy-profiles.example.json"
+            ).read_text(encoding="utf-8")
+        )
+        app_source = (
+            ROOT / "web/strategy-switch-console/app.js"
+        ).read_text(encoding="utf-8")
+        fallback_match = re.search(
+            r"const defaultStrategyProfiles = window\.__DEFAULT_STRATEGY_PROFILES__ \|\| (\[.*?\n    \]);",
+            app_source,
+            re.DOTALL,
+        )
+        self.assertIsNotNone(fallback_match)
+        fallback_entries = json.loads(fallback_match.group(1))
+
+        for entry in [*config_entries, *generated_entries, *fallback_entries]:
+            self.assertIn(entry["lifecycle_stage"], canonical)
+
     def test_assignment_payload_can_redact_values(self):
         _, target = self.load_target("examples/targets/longbridge/sg.example.json")
         assignment = next(

tests/strategy_switch_worker_validation.mjs

@@ -371,6 +371,24 @@ const strategyProfiles = __test.normalizeStrategyProfilesPayload(
       domain: "us_equity",
       runtime_enabled: true,
     },
+    {
+      profile: "legacy_shadow_profile",
+      label: "Legacy Shadow",
+      domain: "us_equity",
+      runtime_enabled: false,
+      lifecycle_stage: "shadow_candidate",
+      can_switch_live: false,
+      allowed_execution_modes: ["paper"],
+    },
+    {
+      profile: "legacy_live_profile",
+      label: "Legacy Live",
+      domain: "us_equity",
+      runtime_enabled: true,
+      lifecycle_stage: "runtime_enabled",
+      can_switch_live: true,
+      allowed_execution_modes: ["live", "paper"],
+    },
   ],
   "test_strategy_profiles",
 );
@@ -399,7 +417,7 @@ assert.equal(strategyProfiles[0].option_growth_overlay_nav_budget_ratio, "0.03")
 assert.equal(strategyProfiles[0].option_income_overlay_enabled, false);
 assert.equal(strategyProfiles[0].latest_evidence_status, "live_allowed");
 assert.equal(strategyProfiles[0].plugin_gate_status, "live_allowed");
-assert.equal(strategyProfiles[2].lifecycle_stage, "research");
+assert.equal(strategyProfiles[2].lifecycle_stage, "research_active");
 assert.equal(strategyProfiles[2].can_switch_live, false);
 assert.deepEqual(strategyProfiles[2].allowed_execution_modes, ["paper"]);
 assert.equal(strategyProfiles[2].blocked_live_reason, "promotion_required");
@@ -408,6 +426,8 @@ assert.equal(strategyProfiles[2].plugin_gate_status, "blocked");
 assert.equal(strategyProfiles[3].dca_enabled, true);
 assert.equal(strategyProfiles[3].dca_default_mode, "fixed");
 assert.equal(strategyProfiles[3].dca_default_base_investment_usd, "1000");
+assert.equal(strategyProfiles[4].lifecycle_stage, "shadow_active");
+assert.equal(strategyProfiles[5].lifecycle_stage, "live_enabled");
 
 assert.doesNotThrow(() =>
   __test.assertStrategyAllowedForAccount(